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Cetera Trust Company’s Constellation Brands STZ Stock Holding History

Cetera Trust Company’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.5K Hold
250
– – 0.02% 232
2025
Q4 		$34.5K Hold
250
– – 0.02% 228
2025
Q3 		$33.7K Hold
250
– – 0.02% 234
2025
Q2 		$40.7K Sell
250
-100
-29% -$17.9K 0.02% 228
2025
Q1 		$64.2K Hold
350
– – 0.04% 213
2024
Q4 		$77.3K Hold
350
– – 0.05% 205
2024
Q3 		$90.2K Sell
350
-100
-22% -$24.8K 0.06% 208
2024
Q2 		$116K Hold
450
– – 0.07% 197
2024
Q1 		$122K Hold
450
– – 0.07% 195
2023
Q4 		$109K Buy
+450
New +$107K 0.07% 190

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Trust Company's STZ Position: Q1 2026 in Review

Cetera Trust Company held its Constellation Brands (STZ) position steady in Q1 2026 at 250 shares worth $37.5K. The position accounts for 0.02% of the portfolio, ranked #232.

Cetera Trust Company first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $122K in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Cetera Trust Company held 250 shares of Constellation Brands worth $37.5K as of Q1 2026.
  • Cetera Trust Company left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up 0.02% of Cetera Trust Company's portfolio in Q1 2026, its #232 holding.
  • Cetera Trust Company first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Constellation Brands position peaked at $122K in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.